Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lukas T Fortino
8060 Santa Teresa Blvd, Gilroy, CA
95020, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Lukas T Fortino
What financial services does Edward Jones - Financial Advisor: Lukas T Fortino offer?
Edward Jones provides financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Lukas T Fortino located?
The office is located at 8060 Santa Teresa Blvd, Ste 140, Gilroy, CA 95020, USA.
How can I schedule an appointment with Lukas T Fortino?
You can schedule an appointment by visiting the reservation link at https://www.edwardjones.com/us-en/financial-advisor/lukas-fortino/contact/.
What communication options are available for contacting Lukas T Fortino?
You can contact Lukas T Fortino by phone at +1 408-846-7748 or by email at lukas.fortino@edwardjones.com.
Which investment specialties does Lukas T Fortino focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Edward Jones - Financial Advisor Lukas T Fortino provide services in any languages other than English?
Currently, services are offered in English.
Where can I learn more about IRAs recommended by Edward Jones?
You can learn more about IRAs on the official Edward Jones site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What nearby real estate agents are located close to Edward Jones in Gilroy?
Nearby real estate agents include Diane Baty, Jori Mayer, Carina Martin, Henry Maquinalez Jr, Jamie Chaidez, Diana Dufur, Joseph Verrette, Brittany Walker, and Kevin Trenberth.
Are there any nearby insurance agencies for complementary services?
Yes, Joan Peros - State Farm Agent is a nearby insurance agency that customers can visit for insurance needs.
What dining options are available near Edward Jones - Financial Advisor: Lukas T Fortino?
Customers can enjoy dining at The West Side Grill, Westside Grill, both offering American cuisine including steakhouse and grill options.